Global Data Pod

• Global Data Pod Weekender: Giving thanks for data

  The data of activity past has begun. This week’s payroll report is only one month and stale (Sept), but on the margin tempers some downside risk. Combined with the bulk of data coming after the Fed’s Dec meeting, a pause looks sensible. Asia views are upgraded, but possibly with a little too much verve. Speakers: Bruce Kasman Joseph Lupton   This podcast was recorded on November 11, 2025. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

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• Global Data Pod Weekender: The tick-tock of data watching

  The balance of risks has been buffeted by resilient spending and survey data (the tick) and weak labor market data (and the tock). After a tick of solid  3Q GDP tracking and improving PMIs through October, we once again see the tock of even weaker labor market data this week from the US and Western Europe. Resilience into next year depends on how well the tick weathers the tock.   Speakers: Bruce Kasman Joseph Lupton   This podcast was recorded on 14 November 2025. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

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• Global Data Pod Weekender: You can’t handle the truth!

  Testing views, with continued uncertainties around the US labor market exacerbated by the government shutdown offset by better business surveys and improving activity data from Asia and Europe. Whether IEEPA tariffs are reversed may not change Trump’s mission (with numerous tools still at his disposal) but it could indicate that this Supreme Court has some limits—with a possible read-through to the Fed Governor Lisa Cook court case in January.   Speakers: Bruce Kasman Joseph Lupton   This podcast was recorded on 7 November 2025. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

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• Global Data Pod Research Rap: Inflation Monitor: Stuck at 3%

  Nora Szentivanyi and Michael Hanson discuss the latest global CPI reports and the implications for central banks. We also delve deeper into the topic of tariff-induced inflation in the US. The global top-down message remains one of continued sticky inflation around 3%. Along with the trimming of downside growth risks, this has unsurprisingly prompted central banks to turn less dovish. While US core inflation has risen less than expected at the outset of the trade war, it is running well above target and we still anticipate tariff-related pressures will push it higher, with the likely peak now in 1Q26.  Outside the US, core inflation has moderated somewhat as goods inflation is not seeing the same tariff-induced bounce. However, core services inflation has yet to fully normalize, and volatile items add to the sticky core picture. Speakers: Nora Szentivanyi, Senior Global Economist  Michael Hanson, Senior US and Canada Economist This podcast was recorded on October 4, 2025.  This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5113765-0; https://www.jpmm.com/research/content/GPS-5094754-0; and https://www.jpmm.com/research/content/GPS-5110036-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved.

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• Global Data Pod Edge: Africa is building back better

  Gbolahan Taiwo and Katie Marney discuss the improving outlook for African economies. Fiscal, monetary and FX reforms, rebuilt external reserves, improving terms of trade, declining inflation, and monetary easing are putting African economies on a more solid footing. Gbolahan and Katie go through takeaways for Nigeria, Angola, Ghana, Egypt, Senegal and Uganda. Speakers Katherine Marney, Emerging Markets Economic and Policy Research  Gbolahan Taiwo, Emerging Markets Economic and Policy Research This podcast was recorded on October 3, 2025.  This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5110345-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved.

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